Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$150K Buy
954
+98
+11% +$15.4K ﹤0.01% 681
2025
Q1
$111K Buy
856
+392
+84% +$50.6K ﹤0.01% 732
2024
Q4
$66.3K Buy
464
+227
+96% +$32.4K ﹤0.01% 802
2024
Q3
$35.4K Buy
237
+180
+316% +$26.9K ﹤0.01% 985
2024
Q2
$7.36K Buy
57
+20
+54% +$2.58K ﹤0.01% 1332
2024
Q1
$5.03K Sell
37
-5
-12% -$680 ﹤0.01% 1380
2023
Q4
$5.01K Sell
42
-60
-59% -$7.16K ﹤0.01% 1412
2023
Q3
$9.99K Buy
102
+42
+70% +$4.11K ﹤0.01% 1291
2023
Q2
$5.59K Hold
60
﹤0.01% 1398
2023
Q1
$5.18K Buy
+60
New +$5.18K ﹤0.01% 1405
2022
Q3
Sell
-50
Closed -$3K 1867
2022
Q2
$3K Sell
50
-6
-11% -$360 ﹤0.01% 1666
2022
Q1
$4K Hold
56
﹤0.01% 1700
2021
Q4
$6K Buy
+56
New +$6K ﹤0.01% 1591